dana, where does the stock go from here? >> overall it needs to have results. it needs to have same-store sales. it's getting closer to flat than the negative 12% and they're going up against a negative 26% to negative 32% through the back half of the year. >> is this a positive development? is this a negative development? do you say there was going to be an overhang on the stock and the good news is they just cleared that overhang out in one fell swoop? or do you say to yourself, if he's willing to take a loss at this point, that's bad news for everybody? >> i think your first scenario's more likely. i think it was disruptive in terms of what was going on. you have to be able to get the company to some sort of level of stabilization. it was challenging to do that with the boardroom fights happening on main street. and now the holiday season is coming, the most important time of the year for the company. they're trying to get the home department fixed and focus and concentration is the key. >> courtney, the view inside jcpenney, they're happy to see mr. ackman